中远海运旗下2艘集装箱船未能通过霍尔木兹海峡，向波斯湾方向折返！伊朗已宣布关闭海峡，任何试图通过者都将遭严厉打击

Core Viewpoint - The situation in the Strait of Hormuz has escalated due to the ongoing conflict involving the US, Israel, and Iran, leading to a significant reduction in maritime traffic and the implementation of new shipping routes to mitigate risks [1][8][12]. Group 1: Shipping and Logistics Developments - The Iranian Revolutionary Guard announced the closure of the Strait of Hormuz, threatening severe repercussions for any vessels attempting to transit, particularly those associated with US and Israeli allies [1]. - Since the onset of the conflict, the number of commercial vessels passing through the Strait has plummeted by 95% compared to pre-conflict levels, with only 153 crossings recorded from March 1 to 25 [8][10]. - COSCO Shipping has resumed new booking services for certain Middle Eastern countries, utilizing a multi-modal transport approach that avoids direct passage through the Strait [4][5]. Group 2: Alternative Shipping Routes - COSCO Shipping plans to reroute cargo through land bridges and feeder shipping, connecting to ports outside the Strait, such as those on the eastern coast of the UAE [5]. - The newly established "safety corridor" allows some vessels to pass through the Strait, but the overall traffic remains low, with only 17 vessels reported to have used this route since its opening [10][12]. - Other shipping companies, like Yang Ming Marine Transport, are adjusting their operations in response to the heightened risks, delaying port calls and monitoring safety conditions closely [6][7]. Group 3: Market Impact and Demand - The ongoing conflict has led to a significant increase in shipping costs, with oil tanker rates rising over 50% compared to pre-conflict levels due to supply chain disruptions [10][13]. - Demand from Middle Eastern clients has been delayed, as many are uncertain about their procurement plans amid the conflict, leading to a decrease in booking requests for shipping services [6][12]. - Major logistics companies, including Maersk, are facing operational disruptions and are working to adapt their networks to mitigate the impact of the conflict on their performance [12][13].